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Original filing (PDF)20251015095900NAL0002204883001
VANTAGE SYSTEMS INC
Form 5500
FILING_RECEIVED
VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
118
Accounts w/ balance
147
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANTAGE SYSTEMS INC.
Plan sponsor
Name
VANTAGE SYSTEMS INC
EIN
52-1795685
Address
10210 GREENBELT ROAD · SUITE 400 · LANHAM, MD · 20706
Phone
(443) 845-0929
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALTA CPA GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALUEWEALTH SERVICES, LLC | 03-0540423 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Investments
53 direct securities · 1 pooled fund· $12.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$12.9M
53 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GS INCOME BUILDER A | Registered Investment Companies | — | — | $2.3M | 17.7% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 12.1% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| FED HERM ADJ RATE A | Registered Investment Companies | — | — | $931K | 7.2% | |
| FIDELITY ADV STOCK SEL SC A | Registered Investment Companies | — | — | $779K | 6.0% | |
| FEDERATED MDT MIDCAP GROWTH A | Registered Investment Companies | — | — | $559K | 4.3% | |
| FID ADVISOR SEMICONDUCTOR A | Registered Investment Companies | — | — | $526K | 4.1% | |
| GS GROWTH STRATEGY - A | Registered Investment Companies | — | — | $426K | 3.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $372K | 2.9% | |
| FIDELITY ADVISOR BALANCED A | Registered Investment Companies | — | — | $369K | 2.8% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $347K | 2.7% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $313K | 2.4% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $290K | 2.2% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $275K | 2.1% | |
| BNY MELLON WORLDWIDE GROWTH A | Registered Investment Companies | — | — | $269K | 2.1% | |
| DWS SMALL CAP CORE A | Registered Investment Companies | — | — | $265K | 2.0% | |
| INVESCO VALUE OPPORTUNITIES A | Registered Investment Companies | — | — | $247K | 1.9% | |
| VICTORY PIONEER A | Registered Investment Companies | — | — | $177K | 1.4% | |
| VICTORY RS GLOBAL A | Registered Investment Companies | — | — | $152K | 1.2% | |
| RYDEX ELECTRONIC A | Registered Investment Companies | — | — | $150K | 1.2% | |
| JAN HENDERSON GL LIFE SCI A | Registered Investment Companies | — | — | $145K | 1.1% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $136K | 1.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $111K | 0.9% | |
| EATON VANCE EMERG&FRNTR C EQ A | Registered Investment Companies | — | — | $108K | 0.8% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $107K | 0.8% | |
| FID ADVISOR INDUSTRIALS A | Registered Investment Companies | — | — | $103K | 0.8% | |
| EATON VANCE STRATEGIC INCOME A | Registered Investment Companies | — | — | $93K | 0.7% | |
| EV SHORT DUR INFLATION-PR INC | Registered Investment Companies | — | — | $72K | 0.6% | |
| PIMCO LOW DURATION INCOME A | Registered Investment Companies | — | — | $69K | 0.5% | |
| COLUMBIA REAL ESTATE EQ - A | Registered Investment Companies | — | — | $61K | 0.5% | |
| CALVERT CORE BOND FUND - A | Registered Investment Companies | — | — | $49K | 0.4% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $48K | 0.4% | |
| GS ENHANCED US EQ A | Registered Investment Companies | — | — | $45K | 0.3% | |
| VICTORY NASDAQ-100 INDEX A | Registered Investment Companies | — | — | $45K | 0.3% | |
| FID ADV ENERGY A | Registered Investment Companies | — | — | $41K | 0.3% | |
| BRANDYWINE GLBL CORP CREDIT A | Registered Investment Companies | — | — | $36K | 0.3% | |
| JH RESPONSIBLE INTL DIV A | Registered Investment Companies | — | — | $32K | 0.2% | |
| HOTCHKIS AND WILEY | Registered Investment Companies | — | — | $32K | 0.2% | |
| JANUS HENDERSON CONTRARIAN - A 604 REGISTERED INVESTMENT COMPANY GOLDMAN SACHS FIN SQ GOVT A | Registered Investment Companies | — | — | $26K | 0.2% | |
| EATON VANCE TAX MGD EQ ALLOC A | Registered Investment Companies | — | — | $25K | 0.2% | |
| FEDERATED HERMES INTL SMALLMID | Registered Investment Companies | — | — | $20K | 0.2% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $14K | 0.1% | |
| DAVIS FINANCIAL FUND - A | Registered Investment Companies | — | — | $14K | 0.1% | |
| FIDELITY ADVISOR UTILITIES A | Registered Investment Companies | — | — | $12K | <0.1% | |
| CALVERT INCOME FUND - A | Registered Investment Companies | — | — | $11K | <0.1% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMC GLOBAL RE - A | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2065 TARG DATE RET R4 0 REGISTERED INVESTMENT COMPANY EATON VANCE GREATER INDIA A | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID ADVISOR BIOTECH A | Registered Investment Companies | — | — | $2K | <0.1% | |
| FEDERATED MDT LARGE CP GRTH A | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1K | <0.1% | |
| METLIFE GAC SERIES 25053 25 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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